Joseph A Clark
Investment adviser representative at Adapt Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$469.2MFirm assets
2 yearsFirm in business
Are you Joseph A Clark? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Adapt Wealth Advisors, LLCMar 2025 to now
- Raymond James & AssociatesMay 2023 to Mar 2025
- Bodyfitz Personal TrainingJan 2022 to May 2023
- D1 TrainingOct 2021 to Feb 2022
- VeryableJul 2021 to Oct 2021
- Crunch FitnessFeb 2021 to Jul 2021
- Pepperoni's TavernJul 2020 to Feb 2021
- Silver & Archibald, LLCJan 2020 to Jul 2020
- University of Georgia Athletic AssociationMay 2019 to Dec 2019
- Florida State UniversityAug 2018 to May 2019
- Crunch FitnessJan 2018 to Aug 2018
- University of GeorgiaJan 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
Adapt Wealth Advisors, LLC
$469.2MAssets managed
463Clients
7Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7737510
- Firm CRD
- 329448